Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.5K Buy
450
+10
+2% +$624 ﹤0.01% 497
2026
Q1
$21.8K Buy
440
+400
+1,000% +$28.8K ﹤0.01% 494
2025
Q4
$2.87K Hold
40
﹤0.01% 758
2025
Q3
$4.46K Buy
+40
New +$3.13K ﹤0.01% 674

Other funds holding OKLO

N.E.W. Advisory Services's OKLO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Oklo (OKLO) stake by 2.3% in Q2 2026, buying an estimated $624 and bringing the position to 450 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

N.E.W. Advisory Services first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • N.E.W. Advisory Services held 450 shares of Oklo worth $23.5K as of Q2 2026.
  • N.E.W. Advisory Services bought 10 Oklo shares in Q2 2026, an estimated $624.
  • Oklo made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #497 holding.
  • N.E.W. Advisory Services first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.